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How to manage a client trial

End a client trial early, restart a trial on a closed account, or save plan choices while the trial keeps running, all from the Client accounts page.

Each new client account starts with a 30-day Enterprise trial. From the portal, you can end it, start a new trial on a closed account, or save plan changes while it runs.

Before you start

  • Your partner account must not be suspended; trial actions are disabled when it is.

End a trial early

End trial early? confirmation dialog

End a trial early when you need to close the account or delete it.

  1. On the Client accounts page, open the row action menu (⋯) for the account.
  2. Click Terminate trial.
  3. Confirm in the End trial early? dialog by clicking End trial.

The trial ends immediately and the account shows as Closed. From there you can start a new trial or delete the account.

Restart a trial

Use this to give a closed account a fresh trial.

  1. On the Client accounts page, open the row action menu for a Closed account.
  2. Click Start a trial.

A new 30-day trial begins.

Keep the trial running while choosing a plan

If you want to pre-configure the subscription but not start billing yet:

  1. Open the account and click Manage subscription.
  2. Set the Plan, Billing cycle, and Add-ons you intend to use.
  3. Click Continue trial. Your choices are saved and the trial keeps running until it expires.

To start billing instead, click Activate subscription - see how to activate a client trial to paid.

What your client sees

The client owner keeps whatever access they have. Ending or restarting a trial does not email them.